Sync Setmore appointments to Trello
New appointment details transfer to your chosen Trello board automatically.
Activate the Zap
Connect Setmore and Trello via Zapier and your latest bookings reflect in a list or board in real-time.
Zero manual transfers 🙌
After activation, new appointment details land in Trello automatically, saving you valuable time.
Boards stay updated
Appointments appear as Trello cards that you can move between boards and assign to your team.
Project management done right
Streamline project management by syncing appointments and meetings from Setmore to Trello. With this Zap, every new event scheduled via your calendar and Booking Page triggers a card to be created in Trello. It happens as soon as an event is confirmed and the card lands in your preferred board or list.
How to connect Setmore and Trello
- Open this template, click 'Connect Trello + Setmore Appointments’ and log into Zapier.
- Select your Setmore account from the menu or click 'Connect a new account'.
- Select 'Create card' as the action event and click 'Continue'
- Log into your Trello account in Zapier and select a board and list to receive appointments as tasks.
- Run a test and click ‘Turn on Zap’ to finish.
Customize your tasks with due dates, attachments, checklists and more. To get started, visit the Setmore and Trello page at Zapier.
Make delegation and collaboration easy with the Setmore-Trello integration.
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You’re covered for day-to-day automation
Set up your online Booking Page
Customize your Booking Page so all the new appointment details you need are included in Trello cards. Add your services and prices, and collect customer information.
Automate staff and customer notifications
In addition to Trello updating instantly, you can enable email confirmations and reminders for all appointments booked. Learn more.
Trello not your go-to? Connect with Asana
Link Setmore and Asana and new appointments are addd to your selected board. Start and end times, customer details, service type and more, all transfer across.
